Vanguard Intermediate-Term Bond ETF
688 hedge funds and large institutions have $8.04B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 225 increasing their positions, 267 reducing their positions, and 58 closing their positions.
83% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 58
13% more funds holding in top 10
Funds holding in top 10: 62 → 70 (+8)
5% more funds holding
Funds holding: 656 → 688 (+32)
5% more capital invested
Capital invested by funds: $7.68B → $8.04B (+$363M)
0.07% less ownership
Funds ownership: 62.08% → 62.01% (-0.07%)
16% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 267
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$130M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$86.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$45.6M |
| 4 |
Morgan Stanley
New York
|
+$44.1M |
| 5 |
BPWM
Badgley Phelps Wealth Managers
Seattle,
Washington
|
+$33.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Efficient Advisors
Mason,
Ohio
|
-$93.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.2M |
| 3 |
Jane Street
New York
|
-$73.1M |
| 4 |
AT
American Trust
Lexington,
Kentucky
|
-$70.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$29M |
BIV Hedge Fund Activity: Q4 2022 in Review
688 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2022, worth a combined $8.04B — up 4.7% from $7.68B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new BIV positions and 58 closed out — a net gain of 48 holders — while 225 added to existing stakes and 267 trimmed.
The largest buyer was Wells Fargo, adding an estimated $130M. The largest seller was Efficient Advisors, cutting an estimated $93.5M.
- 688 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2022, up from 656 in Q3 2022.
- Funds reported $8.04B of Vanguard Intermediate-Term Bond ETF stock for Q4 2022, up 4.7% quarter-over-quarter.
- 106 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2022 and 58 closed out, a net change of +48 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2022 was Wells Fargo, an estimated $130M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2022 was Efficient Advisors, an estimated $93.5M sold.
Based on aggregated 13F filings for Q4 2022.